ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 86,438 Value ($000) $12,230 Avg Close — Range —
Q3 2025
Shares 81,208 Value ($000) $11,226 Avg Close — Range —
Q2 2025
Shares 106,425 Value ($000) $13,686 Avg Close — Range —
Q1 2025
Shares 70,437 Value ($000) $8,198 Avg Close — Range —
Q4 2024
Shares 70,806 Value ($000) $8,320 Avg Close — Range —
Q3 2024
Shares 64,248 Value ($000) $7,681 Avg Close — Range —
Q2 2024
Shares 65,981 Value ($000) $7,416 Avg Close — Range —
Q1 2024
Shares 67,623 Value ($000) $7,447 Avg Close — Range —
Q4 2023
Shares 78,713 Value ($000) $8,011 Avg Close — Range —
Q3 2023
Shares 79,486 Value ($000) $7,342 Avg Close — Range —
Q2 2023
Shares 80,019 Value ($000) $7,677 Avg Close — Range —
Q1 2023
Shares 95,995 Value ($000) $8,751 Avg Close — Range —
Q4 2022
Shares 107,053 Value ($000) $9,087 Avg Close — Range —
Q3 2022
Shares 298,872 Value ($000) $23,261 Avg Close — Range —
Q2 2022
Shares 271,386 Value ($000) $22,766 Avg Close — Range —
Q1 2022
Shares 388,471 Value ($000) $38,761 Avg Close — Range —
Q4 2021
Shares 513,833 Value ($000) $54,353 Avg Close — Range —